Purchases and Sales Made in Q3 2021 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-1.18K- 39.39% |
$133K - $141K
|
1.82K
$236K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2KClosed |
$135K - $144K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.24K- 10.3% |
$139K - $148K
|
10.8K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.28K- 7.13% |
$143K - $153K
|
16.6K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.29K- 4.42% |
$145K - $154K
|
27.8K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.34K- 16.79% |
$151K - $161K
|
6.66K
$864K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.34K- 4.44% |
$151K - $161K
|
28.9K
$3.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-1.35K- 3.16% |
$152K - $162K
|
41.3K
$5.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 20.88% |
$153K - $163K
|
5.14K
$667K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.36K- 55.4% |
$153K - $164K
|
1.1K
$142K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-1.38K- 8.34% |
$156K - $166K
|
15.2K
$1.97M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.39K- 2.33% |
$157K - $167K
|
58.2K
$7.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-1.44K- 8.4% |
$162K - $173K
|
15.7K
$2.04M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.45K- 31.83% |
$163K - $173K
|
3.1K
$401K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.51K- 0.28% |
$170K - $182K
|
538K
$69.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.61K- 62.04% |
$181K - $193K
|
985
$128K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 23.51% |
$190K - $202K
|
5.48K
$711K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.72KClosed |
$193K - $206K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Searle & Co.
|
SELL
|
- |
-1.73KClosed |
$194K - $207K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.75KClosed |
$196K - $209K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.76KClosed |
$198K - $211K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.76K- 10.39% |
$198K - $211K
|
15.2K
$1.97M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-1.77KClosed |
$199K - $212K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.77KClosed |
$199K - $212K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.78KClosed |
$200K - $213K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.8K- 35.57% |
$203K - $216K
|
3.26K
$423K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.85K- 3.64% |
$209K - $222K
|
49K
$6.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.87KClosed |
$210K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.92K- 5.0% |
$216K - $231K
|
36.5K
$4.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-1.93K- 0.47% |
$217K - $232K
|
412K
$53.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.94K- 4.8% |
$218K - $232K
|
38.4K
$4.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.95KClosed |
$220K - $234K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.98KClosed |
$223K - $238K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.01KClosed |
$226K - $241K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.02K- 88.55% |
$227K - $242K
|
261
$33.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-2.04KClosed |
$230K - $245K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.05KClosed |
$231K - $246K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.12K- 6.51% |
$238K - $254K
|
30.4K
$3.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 31.84% |
$249K - $265K
|
4.74K
$615K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.3K- 15.71% |
$259K - $276K
|
12.3K
$1.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.3KClosed |
$259K - $276K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.32K- 9.81% |
$261K - $278K
|
21.3K
$2.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 6.72% |
$264K - $282K
|
32.6K
$4.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.38K- 8.17% |
$268K - $285K
|
26.7K
$3.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.48K- 31.78% |
$279K - $298K
|
5.33K
$691K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.52K- 14.24% |
$284K - $302K
|
15.2K
$1.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.52K- 11.69% |
$284K - $303K
|
19.1K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.53K- 23.04% |
$284K - $303K
|
8.44K
$1.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.63K- 3.81% |
$296K - $315K
|
66.5K
$8.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.75K- 4.04% |
$310K - $330K
|
65.3K
$8.47M
|